Best CRE360 Podcasts (2026)

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Capital Moves Quietly as Risk Gets Repriced 2:03

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2d ago2:03

2:03

Early 2026 deal activity reveals a recalibration underway in commercial real estate. Institutional investors are not chasing growth—they’re concentrating on structure, duration, and predictable income. This episode examines recent healthcare real estate acquisitions and REIT balance-sheet moves to unpack how capital is managing risk amid prolonged …

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Leasing Flexibility, Location Discipline, and Cash Defense 2:13

3d ago2:13

2:13

Early 2026 is revealing a shift in how commercial real estate risk is priced. Leasing activity hasn’t stopped, but commitment has shortened. Office tenants are favoring flexibility over duration, industrial strength is narrowing to the right locations, and multifamily operators are moving into cash-preservation mode. In this episode, we break down …

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FHFA Raises 2026 Multifamily Caps 1:40

3h ago1:40

1:40

FHFA has expanded 2026 multifamily loan-purchase caps for Fannie Mae and Freddie Mac, increasing total agency capacity to $176 billion while maintaining strict mission-driven requirements. In this episode, we break down what the higher caps mean for refinancing visibility, underwriting confidence, and the continued role of federal capital in afford…

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Capital returns and credit decisions 2026 2:50

20h ago2:50

2:50

As 2026 begins, commercial real estate is entering a new phase. Interest rates have eased and capital is returning, but the market’s direction will be decided by credit — not optimism. More than $1 trillion in commercial real estate debt matures this year, forcing refinancing decisions across the market. In this episode, we break down what matters …

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Boldest Capital Moves of Late December 3:01

10d ago3:01

3:01

As 2025 comes to a close, capital is showing early signs of movement — but this isn’t a recovery story. In this episode, we break down three year-end signals shaping real estate and credit markets: rising pending home sales, continued financing for stabilized multifamily assets, and accelerating regional bank consolidation. The takeaway is clear: d…

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Hospitality 2025: The Reset Before the Rise 5:14

11d ago5:14

5:14

2025 didn’t break hospitality — it normalized it. After three years of record travel, demand cooled, ADR flattened, and RevPAR dipped slightly — not from weakness, but from a long-overdue return to equilibrium. Leisure stayed resilient, urban and group travel quietly returned, and the travel market itself diversified. Extended stay was the clear wi…

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The Year Supply Hit the Wall 4:21

8d ago4:21

4:21

Industrial didn’t cool off in 2025. It matured. For the first time in years, the sector stopped outrunning itself — and started digesting the world it built. And everything that happened this year comes back to one pressure: supply finally caught up. Listen to 5 minutes recap of industrial sector and what to expect in 2026.…

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Retail didn’t rebound in 2025 — it found its floor. 4:04

17d ago4:04

4:04

After years of disruption, the sector settled into a defensive equilibrium. Availability stabilized, rents edged higher, absorption turned positive, and new construction stayed near cyclical lows. Grocery-anchored centers, necessity retail, and experiential formats carried the market, while obsolete retail continued to exit the system through redev…

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Data Centers 2025 Recap & 2026 Outlook 5:42

17d ago5:42

5:42

Data centers were the clear outlier in commercial real estate in 2025: massive capacity additions and record-low vacancy coexisted, powered by explosive AI and cloud demand. Even a record construction pipeline failed to loosen conditions, as most new supply was pre-leased. Rents jumped, particularly for high-density, power-hungry deployments. Power…

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Multifamily Sector 2025 Recap & 2026 Outlook 3:05

19d ago3:05

3:05

Multifamily entered 2025 with strong underlying demand but faced an aggressive wave of new supply that temporarily outpaced the market’s ability to absorb it. Vacancy drifted higher, rent growth stalled, and capital repriced risk more cautiously — yet investor appetite held and the sector avoided a true stress event. With new starts collapsing and …

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The Power Grid Just Hit the Ceiling 2:08

22d ago2:08

2:08

The largest power market in the U.S. just sent a clear warning signal. PJM’s latest capacity auction cleared at the maximum price allowed by regulators—and still failed to secure enough power to meet future reliability targets. This isn’t about volatility or speculation. It’s about structural strain inside the grid. In this episode, we break down w…

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Who's actually buying hotels now? 2:03

19d ago2:03

2:03

Commercial real estate is heading into 2026 with stabilizing fundamentals, rising transaction volume, and stronger investor confidence — even as distress and legacy capital stress remain elevated. This episode breaks down why rising prices and rising distress can coexist, what that tells us about where we are in the cycle, and how constrained suppl…

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Foreign Capital Reawakens 1:58

25d ago1:58

1:58

Create a cinematic, realist-style thumbnail with layered visuals: a blurred New York skyline in twilight, overlaid with a subtle heatmap of global capital flows (lines/arrows connecting from Middle East, Asia, and Europe to the U.S.). In the foreground, show a suited figure from behind (anonymous, symbolic) looking over a digital dashboard or termi…

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Why CRE’s Capital Comeback Starts Quietly 2:08

26d ago2:08

2:08

The Fed’s third consecutive rate cut just landed — and it’s quietly unlocking commercial real estate capital markets. In today’s episode, we break down why liquidity is returning, who’s actually deploying, and which sectors are seeing real movement. From CMBS revival to disciplined refinancings and the return of bank lending, this isn’t optimism — …

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A Rate Cut That Signals Control, Not Accommodation 2:16

29d ago2:16

2:16

This week’s Federal Reserve meeting delivered a widely expected 25-basis-point rate cut, lowering the federal funds target range to 3.50%–3.75%. The rate move itself was not the signal. In this episode, we examine what the Federal Reserve actually communicated through its vote split, policy projections, and liquidity operations. The discussion focu…

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The Truth Behind the ‘Recovery’ 2:13

1M ago2:13

2:13

CRE enters 2026 with stabilizing fundamentals, real demand, and constrained supply. This episode explains why multifamily, industrial, and data centers are strengthening, why office and retail are normalizing, and how the market is shifting from correction to demand-driven equilibrium. Not a boom. Not a downturn. A reset toward fundamentals.…

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The Chip Decision That Could Reshape Global Real Estate 2:44

1M ago2:44

2:44

A single U.S. export decision just reshaped the trajectory of global AI infrastructure. China regains access to H200 chips — not the frontier Blackwell class — and the ripple effects reach far beyond geopolitics. This episode breaks down how compute access influences data-center demand, power markets, land pricing, and capital allocation heading in…

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The Next Phase of Life Sciences Real Estate 2:00

1M ago2:00

2:00

Life sciences real estate is showing two opposing signals: elevated vacancy and slowing leasing on one side, and major capital commitments and fund formation on the other. This episode explains why both are true and what the divergence means for 2026. We break down the sector’s repricing, the impact of new institutional capital, Big Pharma investme…

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Is CRE Back or Simply Clearing the Past Cycle’s Mistakes? 2:58

1M ago2:58

2:58

CRE ends 2025 with two truths happening at the same time: deal volume is rising, and distress is rising with it. This episode explains why both signals belong in the same phase of the cycle, and what this means for underwriting, refinancing, and real pricing power heading into 2026. Not a rebound — a recalibration.…

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The CMBS Number Everyone Misread 2:51

1M ago2:51

2:51

CMBS delinquency rates look flat this month — but the real story sits underneath the headline. Distress is no longer broad. It’s concentrating inside office, lodging, and now portions of industrial. And once stress becomes selective, lenders stop underwriting the market and start underwriting each individual asset. In this CRE360 Daily Brief, I bre…

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Urban Hotels Finally Stopped Guessing 2:10

1M ago2:10

2:10

A luxury hotel sale in San Francisco just set the first real pricing floor we’ve seen in years. Not optimism — cycle timing. In this episode, we break down why institutional capital is quietly re-entering urban hospitality and what that means for underwriting, valuations, and 2026 positioning. Listen to what this pricing anchor really signals.…

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FHFA just opened a $176B debt window for 2026 2:46

1M ago2:46

2:46

FHFA just expanded the 2026 multifamily caps to $176B — a 20% jump. This isn’t optimism. It’s preparation. In this breakdown, we cover what this increase actually means for operators: Why Fannie & Freddie suddenly have $88B each Why liquidity returns before pricing Why workforce housing benefits the most How refinancing pressure shapes 2026 Why thi…

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C-PACE isn’t alternative financing anymore — it’s going institutional. 2:11

1M ago2:11

2:11

C-PACE isn’t alternative financing anymore — it’s going institutional. Today’s CRE360 Signal Daily Brief breaks down how a once-niche energy-efficiency tool has become a core component of major capital stacks, filling feasibility gaps in a high-rate environment while aligning with ESG and policy mandates. In this episode: 📈 C-PACE originations up 5…

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CRE 360 Signal™ Morning Pulse – December 1st, 2025 2:19

1M ago2:19

2:19

In this episode of CRE 360 Signal™ rate clarity is finally emerging — just as construction costs begin drifting upward again. We break down why a potential December 2025 rate cut may improve timing but won’t immediately fix project economics, and how long-end yields continue to shape refinance outcomes, cap rates, and development feasibility. We di…

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CRE360 Morning Pulse - November 25th, 2025 2:55

2M ago2:55

2:55

highlights how a major mortgage software breach is driving a surge in demand for Tier-4 data centers and pushing lenders to tighten underwriting around digital and physical security. Industrial construction is up 21% month-over-month, but growth is concentrated in megaprojects tied to AI and advanced manufacturing. Regional data center operators fa…

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CRE 360 Signal™ Morning Pulse - November 24th, 2025 2:58

2M ago2:58

2:58

CRE Capital Is Moving Again — But Not Everywhere | November 24, 2025 📄 DESCRIPTION In today’s 3-minute CRE360 Signal Brief, we break down how U.S. commercial real estate capital markets are behaving as we head into December. Rate cuts have begun, but liquidity isn’t uniform. Multifamily and industrial are seeing capital surge back in. Office remain…

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CRE360 Morning Pulse - November 21th, 2025 2:56

2M ago2:56

2:56

A cooling consumer environment is pressuring retail real estate, with Home Depot’s weaker earnings signaling rising credit and leasing risk for big-box–anchored centers. Conduit loan spreads have widened as lenders focus more heavily on tenant durability. Residential construction is slowing but stabilizing, with builders working through large backl…

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CRE360 Morning Pulse - November 20th, 2025 2:42

2M ago2:42

2:42

A strategic shift is reshaping real estate and energy capital flows. Constellation Energy is offloading the legacy risk of Three Mile Island Unit 2 to EnergySolutions, a move tied to over $1B in decommissioning liabilities. Blackstone’s latest global real estate fund closed at $17.2B—30% below its 2019 peak—reflecting tighter institutional discipli…

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CRE360 Morning Pulse - November 19th, 2025 2:56

2M ago2:56

2:56

A wave of capital is shifting toward specialty CRE assets, with Google’s $4B Texas data center highlighting strong investor demand for digital infrastructure as traditional sectors weaken. The U.S. faces a $660B commercial mortgage maturity wall through 2026, with office and retail distress rising while industrial and multifamily remain resilient. …

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CRE360 Morning Pulse - November 17th, 2025 3:03

2M ago3:03

3:03

In this episode of the CRE360 Signal Daily Brief, we unpack BlackRock and ACS’s $27B global data center venture and what it means for institutional capital flows, examine Walmart’s CEO transition and its impact on logistics-focused retail real estate, and break down Tesla’s supply chain pivot away from China. Get the latest data, strategy, and forw…

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CRE360 Morning Pulse - November 14th, 2025 2:50

2M ago2:50

2:50

Good morning — Daily Brief highlights major institutional moves across specialized CRE sectors. Morgan Stanley and GSA closed a $1B U.S. student housing deal covering 8,100+ beds, signaling renewed confidence in the sector. CoreWeave announced a $50B data center expansion, adding 20 new facilities by 2027 to meet surging AI-driven demand. Meanwhile…

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CRE360 Morning Pulse - October 13th, 2025 3:32

2M ago3:32

3:32

Good morning — highlights a sharp rebound in commercial real estate lending, with Newmark reporting an 11% quarter-over-quarter rise in Q3 2025 originations, led by institutional and life company lenders. Loan-to-value ratios increased and spreads tightened, signaling stronger risk appetite. Nationally, lending volumes stabilized but showed regiona…

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CRE360 Morning Pulse - October 12th, 2025 3:37

2M ago3:37

3:37

Good morning — covers Amazon’s 1M sq. ft. warehouse lease in Kansas City, reflecting strong e-commerce demand, job growth, and tightening industrial supply. Brookfield raises $12B for a diversified global real estate fund, signaling institutional appetite for flexible, risk-managed strategies. Meanwhile, Blackstone’s $2.5B sale of life sciences ass…

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CRE360 Morning Pulse - November 18th, 2025 3:01

2M ago3:01

3:01

A cautious tone dominates capital markets as delayed U.S. economic data pushes investors toward hedging and raises volatility. Treasury yields have eased to 4.13% while futures volatility climbs, influencing CRE debt pricing and cap-rate expectations. Retail investors are pulling back, leaving institutions to support equities amid rising volatility…

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CRE360 Morning Pulse - November 11th, 2025 3:00

2M ago3:00

3:00

Good morning —A snapshot of commercial real-estate capital flows, highlighting surging data center land demand led by Amazon’s record Loudoun County acquisition and Google’s rapid hyperscale leasing. Distress in U.S. commercial real estate continues to climb, with office and multifamily facing growing pressure. Major events like Vornado’s trouble a…

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CRE360 Morning Pulse - November 7th, 2025 3:15

2M ago3:15

3:15

In this episode, we break down the latest shifts in the commercial real estate market. While overall U.S. deal volume continues to soften, industrial and data center sectors are emerging as clear winners — with deal activity jumping 6.8% and 18% year-over-year, respectively. Globally, CRE investment stabilized in Q3, led by Europe and Asia-Pacific,…

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CRE360 Morning Pulse - November 6th, 2025 3:36

2M ago3:36

3:36

Deal volume is down 37% YoY, but data centers and retail are holding strong while office and multifamily slide. The 39-day federal shutdown is freezing $3.2B in HUD loans, and $58B in CRE debt comes due this quarter — a real test for refinancing risk. In 60 seconds: Winners: Data centers + retail Losers: Office + multifamily Key watchpoints: loan m…

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CRE360 Morning Pulse - October 31th, 2025 3:11

2M ago3:11

3:11

Good morning — the Fed’s latest rate cut pushed the ten-year Treasury below four percent, reopening the debt window and boosting deal flow. Multifamily financing is back, vacancies are steady, and returns are turning positive. In New York, office sales are surging as capital returns.The thirty-year mortgage rate sits at six-point-one-seven percent …

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CRE360 Morning Pulse - October 30th, 2025 3:13

2M ago3:13

3:13

The Fed just reopened the CRE debt window — and capital is moving again. In today’s episode, we break down the second rate cut in two months, the 10-year Treasury’s drop below 4%, and what it means for deal flow, spreads, and underwriting discipline. We also dig into: Why U.S. multifamily rents just turned negative for the first time since 2020. Ho…

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CRE360 Morning Pulse - October 28th, 2025 3:58

2M ago3:58

3:58

In today’s CRE360 Signal Daily Brief, state attorneys general push back on RealPage’s $142 million rent-fixing settlement, keeping regulatory pressure high on multifamily operators. Meanwhile, apartment rents turn negative for the first time in 15 years, institutional investors prepare to re-enter a thawing CRE market, and office loan delinquencies…

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CRE360 Morning Pulse - October 27th, 2025 3:00

3M ago3:00

3:00

Today’s CRE360 Signal Daily Brief tracks a shifting capital landscape as banks retrench and private credit surges. We break down the 8% pullback in bank CRE lending and how debt funds are filling the gap — at 7–9% rates. Plus, Q3 deal volume jumps 16%, Plymouth Industrial REIT goes private in a $2.1 B buyout, and U.S. office vacancy finally ticks d…

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CRE360 Morning Pulse - October 24th, 2025 4:21

3M ago4:21

4:21

Florida eliminates its 57-year lease tax, reshaping CRE economics statewide. Manhattan posts a 19-year leasing high as firms double down on premium offices. Houston retail landlords hold firm with near-record rents, while investors quietly circle San Francisco’s discounted towers. This 3-minute brief unpacks how policy, fundamentals, and selective …

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CRE360 Morning Pulse - October 23RD, 2025 3:23

3M ago3:23

3:23

Today’s episode unpacks the asymmetrical hotel recovery and how capital is flowing elsewhere in commercial real estate. Hotels: Revenues are back, but profits and deals aren’t — with RevPAR near $96, expenses climbing 6%, and transactions stuck at $15 B. Industrial: Manufacturing and reshoring keep the sector in top gear as Embraer, CIP, and NorthP…

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CRE360 Morning Pulse - October 22nd, 2025 2:59

3M ago2:59

2:59

Global capital is back in Manhattan — sovereign funds revive the debt market as regional banks tighten and institutional investors rotate to multifamily and logistics. CRE360 breaks down what this means for credit, capital flows, and operator strategy.By Omid Shahbazian Powered by CRE360.ai

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CRE360 Morning Pulse - October 21st, 2025 3:35

3M ago3:35

3:35

Today’s CRE360 Signal Daily Brief unpacks the mixed tone emerging across America’s growth corridor. Phoenix’s build-to-rent boom rolls on — more than 10,000 units under construction — even as Las Vegas tourism dips 8% year-on-year. Texas remains steady with 94% apartment occupancy, while Florida’s retail and housing markets run red-hot amid record …

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CRE360 Morning Pulse - October 20th, 2025 3:32

3M ago3:32

3:32

🎙 CRE360 Signal Daily Brief — October 20, 2025 EPISODE TITLE: Retail Holds Ground, Industrial Rebounds, and Capital Lines Up for the Maturity Wall PODCAST DESCRIPTION (for Beehiiv / Spotify / RSS): Today’s CRE360 Signal Daily Brief breaks down how retail is finding its floor as pricing resets, why industrial leasing momentum is back, and where dist…

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CRE360 Morning Pulse - October 17th 3:37

3M ago3:37

3:37

The U.S. hotel market is now two different worlds. Luxury properties are posting +3% RevPAR gains and attracting global capital, while economy hotels are sliding as costs climb and travelers pull back. In this 3-minute brief, CRE360 unpacks how this K-shaped recovery is reshaping investor strategy and what it signals for the next leg of the commerc…

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CRE360 Morning Pulse - October 16th, 2025 3:16

3M ago3:16

3:16

Multifamily prices are finally rising again — up 1% year-over-year — as Fed rate cuts and policy tailwinds revive deal flow. CRE360 unpacks the apartment market’s turning point, the global rush for “powered land” in the AI era, and the $40 B BlackRock–Nvidia data center mega-deal reshaping capital markets. Plus, banks extend billions in troubled lo…

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CRE360 Morning Pulse - October 15th, 2025 4:31

3M ago4:31

4:31

Multifamily rents post their steepest September drop since 2009 as new supply overwhelms demand. Office CMBS delinquencies climb past 8%, rent-stabilized New York portfolios face foreclosure pressure, and only top-tier towers are finding refi lifelines. Plus, the Fed hints at ending QT, nudging yields lower and reopening the CRE debt window — slowl…

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CRE360 Morning Pulse - October 14th, 2025 3:52

3M ago3:52

3:52

In today’s CRE360 Signal Daily Brief — • Blackstone trades $1.3 B in UK warehouses for a REIT stake and eyes a Big Yellow takeover. • Julius Baer takes fresh real-estate losses amid Europe’s credit crunch. • Goldman’s banker exodus reveals the high-rate deal drought. • U.S. growth surprises to the upside — but inflation stays sticky. • China’s Coun…